Diagnosis of tuberculosis: principles and practice of using interferon- release assays (IGRAs)

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Diagnosis of tuberculosis: principles and practice of using interferon- release assays (IGRAs) Educational aims To provide an overview of interferon- release assays (IGRAs) used for detection of tuberculosis (TB) infection. To outline how these tests can be used in clinical practice for the assessment of latent TB infection (LTBI) and active TB. Summary One in three people worldwide are infected with Mycobacterium tuberculosis; the vast majority have latent infection. Tracking this latent reservoir is the cornerstone of TB control and prevention in the developed world [1]. But standard tools for diagnosis and prevention are more than 100 years old and inadequate to control the global TB epidemic [2]. However, the last decade has witnessed a major advance in the diagnosis of M. tuberculosis infection [3 5]. IGRAs are the first practical output of a decade of reinvigorated basic science research into TB and are now revolutionising diagnosis and screening of LTBI. The tuberculin skin test The pathway from M. tuberculosis exposure to disease is a multistep process that partly depends on the body s own immune defences. Tubercle bacilli may cause disease immediately or lay dormant for decades. Only 5 10% of infected individuals go on to develop active disease and the immune mechanisms underlying these disparate outcomes are poorly understood. Diagnosis of LTBI has hitherto been defined as a positive tuberculin skin test (TST) in an asymptomatic person exposed to TB with no clinical/radiographic signs of active disease. LTBI induces a strong cell-mediated immune response, a fact exploited by the TST, which measures the delayed-type hypersensitivity response to intradermal inoculation of tuberculin purified protein derivative (PPD), a crude mixture of >200 M. tuberculosis proteins. Diagnosis and treatment of LTBI is a cornerstone of TB control in low prevalence countries and targets those groups who are at increased risk of progression to TB disease by virtue of weakened or immature cellular immunity, as well as recent TB contacts. The TST has several drawbacks, primarily its poor specificity in bacille Calmette Guérin (BCG) vaccinated individuals, due to crossreactivity of PPD antigens between BCG and M. tuberculosis. The TST has poor sensitivity in A. Lalvani M. Thillai Tuberculosis Research Unit, Imperial College London, UK Correspondence A. Lalvani Tuberculosis Research Unit, Department of Respiratory Medicine, National Heart and Lung Institute, Imperial College London, St Mary s Campus, Norfolk Place, London, W2 1NY, UK Fax: 44 2072628913 E-mail: a.lalvani@imperial.ac.uk Provenance Commissioned article, peer reviewed Competing interests A. Lalvani is the inventor of several patents underpinning -based diagnosis. The Lalvani ESAT-6/ CFP-10 IFN- ELISpot was commercialised by an Oxford University spin-out company (T-SPOT.TB, Oxford Immunotec Ltd, Abingdon, UK) in which Oxford University and A. Lalvani have a minority share of equity. Funding A. Lalvani is a Welcome Trust Senior Clinical Research Fellow and M. Thillai is a Welcome Trust Research Training Fellow HERMES syllabus link: modules B.4, D.2.1, D.2.5 Main Image lpkoe/istockphoto DOI: 10.1183/18106838.0504.302 Breathe June 2009 Volume 5 No 4 303

patient groups with the highest risk of progression to TB, who are specifically targeted for diagnosis and preventative treatment of latent TB, i.e. those with suppressed or immature cellular immunity, e.g. those with HIV infection, iatrogenic immunosuppression, or young children. Finally, there are logistical difficulties in that it requires a trained health professional to perform the test and a repeat consultation for reading of the result. The very low bacterial burden in LTBI makes it impossible to directly detect M. tuberculosis and the weak humoral response makes serological testing unreliable. However, M. tuberculosis infection evokes a strong response dominated by T-helper cell type 1 (Th1) CD4 s which secrete interferon (IFN)-. IGRA Advances in mycobacterial genomics in the 1990s resulted in the identification of a genetic segment (region of difference (RD)1) that is deleted from all strains of BCG and most environmental mycobacteria [6]. Of the nine RD1 open reading frames, Rv3875 (early secretory antigenic target (ESAT)-6) and Rv3874 (culture filtrate protein (CFP)-10) were the first to be studied and are strong targets of Th1 cells in M. tuberculosis infection. We hypothesised that a response to these antigens could serve as a highly specific and sensitive marker of infection which would bypass the problem of false-positive TST results in individuals with BCG vaccination. The rapid ex vivo enzyme-linked immunospot (ELISpot) assay developed by Lalvani enumerates individual antigen-specific s that secrete IFN-, which appear as dark spots, where each spot is the footprint of an individual specific for M. tuberculosis [4]. Spots are counted using a magnifying lens or automated reader. The whole-blood IFN- ELISA, modified from an assay originally developed for diagnosing bovine TB in cattle, measures the concentration of IFN- in the supernatant of a diluted wholeblood sample after incubation with the same antigens for 24 h. The ELISA initially used PPD, which was then replaced with ESAT-6 and CFP-10 in the ELISpot [7 9]. A third antigen (TB7.7 from RD11) has been recently incorporated and the format simplified with antigens coated onto the inner aspect of blood collection tubes enabling stimulation to happen within these tubes. Both assays exploit the fact that s from people infected with M. tuberculosis become Figure 1 M. tuberculosis-infected macrophages in tuberculous granulomas induce myriad populations including CD4+ s (the most dominant of the induced s) which produce IFN-, but also CD8 s, regulatory s, CD1- restricted s, natural killer cells and / s. Apoptosis of infected targets CD4+ T-helper cells, cytokines e.g. IFN-γ, IL-2, TNF-α Peptide Direct killing of infected cells NK CD8+ Direct killing of infected cells T-helper cells, cytokines T-helper cells, cytokines γδ CD1-restricted Infected macrophage MTB Regulatory IL-10, IL-13 Granuloma 304 Breathe June 2009 Volume 5 No 4

sensitised to ESAT-6 or CFP-10 in vivo and release IFN- when they reencounter the same antigens ex vivo. Both assays are commercially available as quality-controlled, regulatory-approved diagnostic test kits. The ELISpot is available as T-SPOT.TB (Oxford Immunotec Ltd, Abingdon, UK) and the ELISA as Quantiferon-TB Gold In-tube (Cellestis Inc, Carnegie, Australia). Both IGRAs have similarities (e.g. both need to be processed within 8 h of taking a blood sample), as well as differences (e.g. ELISpot requires separation of white blood cells, which ensures a fixed number in the assay but is technically more complex to process). From bench to bedside: validation of the scientific hypothesis The high diagnostic sensitivity and specificity of IGRAs was initially tested in patients with cultureconfirmed active TB and early studies established that the assays are not confounded by prior BCGvaccination or by non-tb illnesses that clinically mimic TB, including diseases involving immune activation. However, the lack of gold standard reference testing for LTBI makes it impossible to a) b) Venous c) TST blood M. tuberculosis sample antigen in vivo Dermis Epidermis 72 h Intradermal injection Specific recruitment ELISpot (TSPOT.TB) Plasma PBMCs Separation of PBMCs Antigen Cytokine Red blood cells Pre-coated well Cytokine antibody Secondary antibody Incubation of whole blood with antigen in tube Harvest plasma QuantiFERON-TB Gold In-tube Plasma Red blood cells Cytokine Plasma Secondary antibody IFN γ Figure 2 a) TST (purified protein derivative) is injected intradermally and the delayed-type hypersensitivity response is measured at 72 h. b) ELISpot uses mononuclear cells (including s); separated from blood by density centrifugation and washed, counted, and incubated with ESAT-6 and CFP-10 in a 96-well microtitre plate for 16 20 h. In M. tuberculosis infection, s recognise these antigens and secrete IFN- which is captured in the immediate vicinity by antibodies specific for IFN- coated on the bottom of each well. The cytokine-bound antibodies are detected with another antibody conjugated to an enzyme that catalyses a colorimetric reaction, which results in visible spots, where each spot represents the footprint of one that responded to the antigens. Spots are counted, and the frequency of M. tuberculosisspecific s is quantified. c) ELISA uses whole blood incubated with ESAT-6, CFP-10 and TB7.7 in a tube for 16 24 h. In M. tuberculosis infection, s recognise these antigens and secrete IFN- The tube is centrifuged and the plasma transferred to a 96-well microtitre plate. IFN- in the plasma is captured by antibodies specific for IFN- coated on the bottom of each well. The cytokine-bound antibodies subsequently are detected by another antibody conjugated to an enzyme that catalyses a colorimetric reaction. The optical density of each well is measured, and the concentration of IFN- is determined using a standard curve. Breathe June 2009 Volume 5 No 4 305

directly to quantify the diagnostic sensitivity and specificity of IGRAs in latent infection. However, airborne transmission of M. tuberculosis is promoted by duration and proximity of contact with an infectious case, and the key determinant of infection is the amount of time spent sharing room air with an index case. We therefore postulated that if IGRAs are more sensitive and specific than TST, they should correlate more closely with the level of exposure to M. tuberculosis and should be independent of BCG vaccination status. This postulate was originally tested and confirmed for ELISpot in a series of contact-tracing investigations and institutional outbreaks in 2001 2005 [10 12], notably in a UK school outbreak in which TB exposure of 535 students was precisely quantified based on the number of classes students shared with the source case. ELISpot correlated significantly more closely with exposure to M. tuberculosis than TST on these measures of exposure. Further outbreak investigations with both IGRA platforms around the world subsequently confirmed these findings [13 15]. These and other studies have confirmed the very high specificity of both assays, which is close to 100%. ELISpot performs well in patients co-infected with HIV (published data in this population is less extensive with ELISA) and, unlike the TST, it is robust in individuals with low CD4 counts [16]. In young children, ELISpot seems to have higher sensitivity than the TST, while ELISA may have similar sensitivity [17]. In this population, ELISpot results appear to be unaffected by HIV infection, malnutrition and age under 3 years [18]; however, published studies in children provide conflicting results on test performance and there is as yet no clear consensus [19, 20]. The high sensitivity of IGRAs in young children and immunosuppressed populations (e.g. iatrogenically suppressed patients with rheumatic disorders before initiating anti-tumour necrosis factor therapy [21]) allows more accurate targeting of latently infected people at the highest risk of progression. Indeterminate results are more common with ELISA and are associated with immunosuppression, young age and old age, whereas indeterminate results with ELISpot are rare in all risk groups [22]. While cross-sectional studies are a key evidence base supporting the notion that positive IGRA results reflect LTBI, they do not indicate whether TB contacts with positive IGRA results are at risk of progression to TB disease. Without longitudinal clinical outcomes, we cannot know TST+ IGRA+ LTBI Uninfected false TST due to BCG Suspected LTBI TST and IGRA TST+ IGRA- TST- IGRA+ LTBI TST- IGRA- # + Uninfected Figure 3 Negative TST and IGRA indicates no infection. Positive TST and IGRA indicates LTBI. # : With strong evidence for LTBI (e.g. >25 mm TST, ulcerating Mantoux, calcified lesions on chest radiographs), the possibility of false-negative IGRA must be considered. : A positive TST/IGRA must be evaluated carefully in immunocompromised patients in whom any positive TB test is significant. + : Dual negative TST and IGRA results normally indicate the exclusion of TB infection but negative results should be evaluated carefully in immunocompromised patients. : Risk of active TB development in this group is not yet known. Longitudinal contact studies have defined a group of TST-negative individuals with transiently positive IGRAs, raising the possibility that some TST-negative contacts acquire and spontaneously clear transient M. tuberculosis infection. Red arrow: NICE guidance. whether IGRA-positive contacts actually stand to benefit from preventive treatment. Recently, key studies correlating baseline IGRA results with clinical outcomes over 2 years follow-up have been published for both IGRA formats, and each indicates that positive IGRA results in recent contacts have prognostic value for subsequent development of TB. These studies included children [23] and HIV-infected [24] subjects as well as immunocompetent adults [25]. The confirmation of the greater prognostic power of IGRAs compared with the TST will require further larger longitudinal studies but it is already clear that when using a lower threshold of 5 mm to determine a positive TST response, the resulting lower TST specificity means that significantly more contacts would need to be given chemoprophylaxis on the basis of positive TST results than on the basis of a positive IGRA to prevent a similar number of incident TB cases. 306 Breathe June 2009 Volume 5 No 4

Clinical utility of IGRAs in active TB IGRAs are tests of infection, rather than disease, and cannot therefore distinguish between latent infection and active TB. However, since infection with M. tuberculosis is a prerequisite for active TB, a negative test result might in theory rapidly exclude TB from the differential diagnosis. Multiple studies of the accuracy of IGRAs in active TB have used culture-confirmed disease or clinically highly probable cases (e.g. those that are culture negative but respond to anti-tb therapy) as a gold standard. Both IGRAs have been shown to have higher sensitivity than the TST, while ELISpot is significantly more sensitive than ELISA [26]. However, neither of the currently commercially available IGRAs have a high enough sensitivity to be used as a stand-alone rule-out test [27]. The largest study of the potential role of IGRAs in active TB compared the TST, ELISpot and the next-generation ELISpot PLUS assay (incorporating a third RD1-encoded antigen, Rv3879c) [28]. Diagnostic sensitivity was significantly higher for ELISpot PLUS than for ELISpot and, when used with the TST, ELISpot PLUS gave a combined diagnostic sensitivity of 99%, so dual negative results enabled rapid exclusion of active TB even in patients with moderate-to-high pre-test probability of disease. Conversely, a dual positive TST and IGRA can help guide decisions about immediate management in patients with severe disease prior to culture confirmation and in patients with extrapulmonary disease, for whom culture is frequently negative. When used to support a diagnosis of active TB, both the TST and IGRA results should be interpreted as part of the overall clinical context. In situ analysis of disease with ELISpot is sensitive and specific in pleural fluid in tuberculous pleuritis [29, 30], bronchoalveolar lavage in smear-negative pulmonary TB [31], and cerebrospinal fluid in TB meningitis [32]. However, the evidence-base is preliminary and use of IGRAs in site of disease samples lacks regulatory approval. Incorporation of IGRAs as pivotal tools in TB control policy Accurate diagnosis of LTBI in contacts from an infectious source will lessen the number of people inappropriately treated on the basis of false- positive TST results caused by prior BCG TST+ IGRA+ Active TB cannot be excluded Suspected active tuberculosis TST and IGRA # TST+ IGRA- TST- IGRA+ Discordant results are non-contributory TST- IGRA- # Exclusion of active TB vaccination and IGRAs are now integrated into many national guidelines for the diagnosis of LTBI but recommendations differ between continents. In Europe, most countries have followed the recommendations of the UK National Institute for Health and Clinical Excellence in using IGRAs to confirm LTBI in those with a positive TST and in individuals in whom the TST is considered unreliable (e.g. those with suppressed cellular immunity [33]), thereby enabling more reliable detection of LTBI in immunosuppressed patients. IGRAs are more expensive than the TST, due to the cost of test kits and the need for specialist laboratory processing, but health economic analysis has consistently shown that they become cost effective for the diagnosis and treatment of LTBI when incorporated into programmes to control TB, by reducing the costs associated with unnecessary chemoprophylaxis and morbidity in contacts with false-positive TST results [34, 35]. Recent developments and future directions In addition to further immunogenic but highly specific M. tuberculosis antigens (such as Rv3879c in the ELISpot PLUS and Rv2645 in the latest version of the in-tube ELISA (Quantiferon- TB Gold In-tube), measurement of additional downstream chemokines and cytokines induced by IFN- (e.g. IFN- inducible protein-10) increases diagnostic sensitivity while maintaining high specificity [36]. CD4+ effector s measured by the assays are in dynamic equilibrium with M. tuberculosis antigen load in vivo but, while the ELISpot response has been shown to decrease in general with treatment of active TB, the rate of decline is highly variable and only a minority are negative by the end of treatment. The result of an IGRA cannot, therefore, be accurately interpreted in patients who have previously been treated for active TB or LTBI. Figure 4 Positive TST and IGRA results may help with early initiation of presumptive treatment prior to culture confirmation and in those with extrapulmonary disease, for whom culture is frequently negative. Discordant results do not contribute to the diagnostic work up. Negative TST/IGRA results can be used as a rule-out test to reliably exclude active TB with high negative predictive value. # : A positive TST/ IGRA must be evaluated carefully in immunocompromised patients in whom any positive TB test is significant. : Dual negative TST/IGRA results normally indicate the exclusion of active TB but negative results should be evaluated carefully in immunocompromised patients. Breathe June 2009 Volume 5 No 4 307

Although current IGRAs cannot be used to monitor treatment of LTBI and active TB disease, incorporation of additional cytokines raises the possibility of monitoring treatment response and cure [37]. Simultaneous measurement of secretion of interleukin (IL)-2 and IFN- by M. tuberculosis-specific s reveals cytokine profiles (defined as the relative proportions of antigen-specific s secreting IFN- only, IFN- and IL-2 or IL-2 only) that correlate with bacterial and antigen load as well as with treatment response [38]. The current generation of commercially available IGRAs, while a 100-year update of the TST, is in reality an evolving work in progress that builds on our state of knowledge from the 1990s. The next generation of assays will incorporate more antigens and measure multiple cytokines and they promise to provide enhanced diagnostic sensitivity and more useful information about in vivo bacterial burden and clinical status than existing assays based only on IFN-. References 1. 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Meta-analysis: new tests for the diagnosis of latent tuberculosis infection: areas of uncertainty and recommendations for research. Ann Intern Med 2007; 146: 340 354. 23. Bakir M, Millington KA, Soysal A, et al. Prognostic value of a -based, interferon- biomarker in children with tuberculosis contact. Ann Intern Med 2008; 149: 777 787. 24. Aichelburg MC, Rieger A, Breitenecker F, et al. Detection and prediction of active tuberculosis disease by a wholeblood interferon- release assay in HIV-1-infected individuals. Clin Infect Dis 2009; 48: 954 962. 25. Diel R, Loddenkemper R, Meywald-Walter K, Niemann S, Nienhaus A. Predictive value of a whole blood IFN- assay for the development of active tuberculosis disease after recent infection with Mycobacterium tuberculosis. Am J Respir Crit Care Med 2008; 177: 1164 1170. 26. Lalvani A. Diagnosing tuberculosis infection in the 21st century: new tools to tackle an old enemy. Chest 2007; 131: 1898 1906. 27. Goletti D, Stefania C, Butera O, et al. Accuracy of immunodiagnostic tests for active tuberculosis using single and combined results: a multicenter TBNET-Study. PLoS ONE. 2008; 3: e3417. 28. Dosanjh DP, Hinks TS, Innes JA, et al. Improved diagnostic evaluation of suspected tuberculosis. Ann Intern Med 2008; 148: 325 336. 308 Breathe June 2009 Volume 5 No 4

29. Wilkinson KA, Wilkinson RJ, Pathan A, et al. Ex vivo characterization of early secretory antigenic target 6-specific T cells at sites of active disease in pleural tuberculosis. Clin Infect Dis 2005; 40: 184 187. 30. Jafari C, Ernst M, Strassburg A, et al. Local immunodiagnosis of pulmonary tuberculosis by enzyme-linked immunospot. Eur Respir J 2008; 31: 261 265. 31. Jafari C, Ernst M, Kalsdorf B, et al. Rapid diagnosis of smear-negative tuberculosis by bronchoalveolar lavage enzyme-linked immunospot. Am J Respir Crit Care Med 2006; 174: 1048 1054. 32. Thomas MM, Hinks TS, Raghuraman S, et al. Rapid diagnosis of Mycobacterium tuberculosis meningitis by enumeration of cerebrospinal fluid antigen-specific s. Int J Tuberc Lung Dis 2008; 12: 651 657. 33. National Collaborating Centre for Chronic Conditions. Tuberculosis: clinical diagnosis and management of tuberculosis, and measures for its prevention and control. London, Royal College of Physicians, 2006. Available from: www. rcplondon.ac.uk/pubs/books/tb/tuberculosis2.pdf 34. Diel R, Nienhaus A, Lange C, Schaberg T. Cost-optimisation of screening for latent tuberculosis in close contacts. Eur Respir J 2006; 28: 35 44. 35. Wrighton-Smith P, Zellweger JP. Direct costs of three models for the screening of latent tuberculosis infection. Eur Respir J 2006; 28: 45 50. 36. Ruhwald M, Bodmer T, Maier C, et al. Evaluating the potential of IP-10 and MCP-2 as biomarkers for the diagnosis of tuberculosis. Eur Respir J 2008; 32: 1607 1615. 37. Liu XQ, Dosanjh D, Varia H, et al. Evaluation of responses to novel RD1- and RD2-encoded Mycobacterium tuberculosis gene products for specific detection of human tuberculosis infection. Infect Immun 2004; 72: 2574 2581. 38. Millington KA, Innes JA, Hackforth S, et al. Dynamic relationship between IFN-gamma and IL-2 profile of Mycobacterium tuberculosis-specific T cells and antigen load. J Immunol 2007; 178: 5217 5226. Further reading Lalvani A. Diagnosing tuberculosis infection in the 21st century: new tools to tackle an old enemy. Chest 2007; 131: 1898 1906. Pai M, Zwerling A, Menzies D. Systematic review: -based assays for the diagnosis of latent tuberculosis infection: an update. Ann Intern Med 2008; 149: 177 184. Lalvani A, Millington KA. interferon- release assays: can we do better? Eur Respir J 2008; 32: 1428 1430. Breathe June 2009 Volume 5 No 4 309